American Axle & Manufacturing (AXL) Surpasses Q2 Earnings and Revenue Estimates

Core Viewpoint - American Axle & Manufacturing reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, and showing an increase from $0.19 per share a year ago, indicating a strong earnings surprise of +61.54% [1] Financial Performance - The company achieved revenues of $1.54 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.07%, although this represents a decline from year-ago revenues of $1.63 billion [2] - Over the last four quarters, American Axle has exceeded consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Performance - American Axle shares have declined approximately 21.4% since the beginning of the year, contrasting with the S&P 500's gain of 7.8% [3] - The current Zacks Rank for American Axle is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $1.48 billion, and for the current fiscal year, it is $0.41 on revenues of $5.82 billion [7] - The estimate revisions trend for American Axle was mixed ahead of the earnings release, and future changes in estimates will be closely monitored [6][7] Industry Context - The Automotive - Original Equipment industry, to which American Axle belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]